Wealth Management Assistant
1 day ago
We are seeking an enthusiastic and motivated Wealth Management Assistant to join our team at Heat Recruitment Ltd in Welwyn, Hertfordshire. This role offers an exciting opportunity to expand your knowledge and skills in financial planning.
About the PositionIn this role, you will work closely with experienced professionals on Admin, Paraplanning and Compliance teams. Your key responsibilities will include:
- Supporting the preparation of annual review meetings
- Providing information for Paraplanners to conduct suitability letters
- Building relationships with clients and communicating effectively
- Ensuring compliance and documentation are up-to-date
- Collaborating with the Administration team
The ideal candidate will have 2+ years of experience working in a Financial Advisory practice, in an administrative capacity, and a genuine interest in financial planning and wealth management.
Why Join Us?At Heat Recruitment Ltd, we offer a competitive salary of £32,500, depending on experience, as well as a range of benefits including medical and dental cover, hybrid working, and flexible working arrangements. Our team is dedicated to creating a supportive and dynamic work environment that encourages growth and development.
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Operations Assistant
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeJob DescriptionWe are looking for an experienced Operations Assistant to join our team at Heat Recruitment Ltd. This is an exciting opportunity to work in a dynamic and growing financial planning firm with a rapidly expanding group of companies.About the FirmWe are a leading provider of financial planning services.We pride ourselves on delivering exceptional...
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Administrative Assistant
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Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeJoin Our Paraplanning TeamWe are a dynamic and growing financial planning firm seeking a talented Paraplanning Support Specialist to join our team. As a key contributor, you will work closely with experienced professionals on various tasks, including administrative support, paraplanning, and compliance. Your primary responsibility will be to assist with...
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Administrative Assistant for Paraplanning Team
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Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeWe are looking for an Administrative Assistant to support our Paraplanning Team in Welwyn, Hertfordshire. This is a fantastic opportunity to develop your skills in financial planning and contribute to the success of our team.About the JobIn this role, you will be responsible for:Preparation of annual review meetingsProviding support for Paraplanners in...
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Financial Planning Assistant Professional
1 week ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeWe are looking for a skilled and dedicated Paraplanning Team Assistant to join our team at Heat Recruitment Ltd in Welwyn, Hertfordshire.As a Paraplanning Team Assistant, you will work closely with experienced professionals, assisting with annual review meetings, preparing suitability letters, and collaborating with Administrators. We offer a full training...
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Paraplanning Coordinator
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Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeFinancial Planning Assistant OpportunityWe are seeking a highly skilled and motivated individual to join our team as a Financial Planning Assistant. This role is ideal for those interested in pursuing a career in financial planning and wealth management.About the RoleYou will work closely with experienced professionals on Admin, Paraplanning, and Compliance...
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Wealth Management Advisor
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Welwyn Garden City, Hertfordshire, United Kingdom Spicerhaart Full timeSalary and BenefitsThe successful candidate can expect a competitive salary of £42,000 - £62,000 per year, depending on experience. In addition, you will receive a fully uncapped commission scheme, a company car or £250 monthly car allowance, and a range of other benefits including a laptop, digital marketing package, and dedicated training and coaching.
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Support Services Coordinator
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Administrative Liaison
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Administrative Support Specialist
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Financial Planning Support Professional
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Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeWe are seeking a skilled and motivated Financial Planning Support Professional to join our team at Heat Recruitment Ltd. Based in Welwyn, Hertfordshire, this role offers an exciting opportunity to further your career in financial planning.About the RoleAs a Paraplanning Team Assistant, you will work closely with experienced professionals on Admin,...
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Paraplanning Operations Coordinator
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Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeWe are seeking a motivated and enthusiastic Paraplanning Team Assistant to join our dynamic financial planning firm in Welwyn, Hertfordshire.As a key member of the team, you will work closely with experienced professionals, assisting with annual review meetings, preparing suitability letters, and collaborating with Administrators. We offer a full training...
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Financial Planning Team Associate
5 days ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeAbout the RoleWe are seeking a skilled Paraplanning Support Specialist to join our dynamic and growing financial planning firm. As a key member of our team, you will work closely with experienced professionals on various tasks, including administrative support, paraplanning, and compliance. Your primary responsibility will be to prepare information for...
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Administrative Support Specialist
2 days ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeAbout UsAs a growing financial planning firm, we pride ourselves on delivering exceptional services to our clients. With a strong focus on teamwork and collaboration, we are seeking a motivated individual to join our Paraplanning Team as a Team Assistant.Job SummaryThis is an exciting opportunity to further your career in financial planning, with excellent...
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Financial Planning Assistant
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